Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 that we need to phone this Lead. How? It sounds straightforward: schedule a call using the GUI then write a test function to check the JSON that is being returned for API names... If that were the case, it would have been a 5 minute job. Instead, it's...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 TLS/SSL, and SFTP - SSH File Transfer Protocol on a Port number of your choosing: Set for new imports to append, replace, or check if exists then insert/replace: Schedule to repeat: Every X Hours, Every Day, Weekly, Monthly: Schedule with Timezone...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 v_SearchCriteria, v_Page, 200, m_SearchParam); // // loop through search results for each r_Result in l_SearchResults { // check that there is an ID on this record to avoid looping through error messages if(!isNull(r_Result.get("id"))) { // do stuff to...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 r_Download = invokeurl [ url :v_AttachmentEndpoint type :GET connection:"ab_crm" ]; r_Download.setParamName("file"); r_CheckIfDocumentAlreadyExists = Document[Parent_Record == v_CrmContactID.toString() && Document_Name == r_Attachment.get("File_Name")];...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Amazon Kindle: Send PDFs to your Kindlehttps://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

29 June 2022 to the Kindle format. Fix for PDF file now showing on the Kindle If that is the case, here are a few things you can do. Check if your Kindle is connected to the internet. Sync your Kindle device. To do that, go to the Kindle Home page and tap on...

• Type: Article
• Author: Joel Lipman
• Category: Kindle
• Language: *

Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 ZohoInventory.shipmentorders.READ // // init (put your own ZohoBooks/ZohoInventory Org ID v_BooksOrgID = 123456789; // // check the form was ticked and there is a package ID specified if(input.Mark_as_Complete && input.Zoho_Package_ID != "") {...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 // // get the quote details given a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) { v_Url =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Joel's Reference to MidJourney v4 Promptshttps://www.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

11 February 2023 plan. NSFW will likely be blocked. Installing Stable Diffusion on a local server is the recommended stealth mode. Check out Matt Wolfe's video on how to do this: Youtube - Matt Wolfe - Install Stable Diffusion Locally. Ok it isn't MidJourney... But it's...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's eBay store; we want to get the stock level and then use this...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for the United Kingdom. How? Based on the fact that the United Kingdom is on the Prime...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

06 July 2023 7, followed by 1 for Monday, 2 for Tuesday, and so on... How? The logic behind this would be to take the date of the order, check if the order date is a Sunday, subtract a day, and return the week number: c_Order = Order[ID == 123456890123456890];...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table. Check that ZohoDesk is sync'ing with your ZohoAnalytics: Login to ZohoAnalytics as an Admin with access to ZohoDesk Make a note of...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 // // add into subform (actual form "Document"). Uses row.ID as the identifier to prevent duplicates. c_CheckDoc = Document[Subform_Row_ID == v_ImageRowID]; // // if exists then update if(c_CheckDoc.count() > 0) { c_CheckDoc.Image=c_ImageRow.Image;...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 the actual product count as products can belong to multiple categories. Consider just using the WooCommerce interface to check the total number of products (wp-admin > Products > All Products). Source(s): WooCommerce - List all products WooCommerce -...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 = invokeUrl [ url: v_EndpointPortals type: GET connection: "my_projects_connection" ]; info r_Portals; // // once we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 and go into the workspace you want to create the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going into the CRM Reports workspace > Click on "Create" > Then select "Dashboard": Then in the top right...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

31 July 2024 A very quick article on how to check what the statement execution limit is on the Zoho application you are working in. Why? Our use-case is that an application we built in Zoho Creator was hitting statement execution limits and rather than proposing an...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 */ // attempt try { // get the type of invoice selected var v_InvoiceType = ZDK.Page.getField('Invoice_Type').getValue(); // check source quote is specified var v_QuoteID = ZDK.Page.getField('Converted_From_ID').getValue(); // only make changes to the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *